Articles From Lumsden McCormick Financial Services

Regardless of how the markets may perform, consider making the following part of your investment philosophy.

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income but also to capital gains.

Ancient Chinese merchants were said to have developed a unique way to manage their risk. Your investment portfolio may benefit from the same logic.

College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at college may be an experience loaded with emotions, so here are a few tips for a smoother transition.

In the May 2024 market update video, Ivan Gruhl, CFA®, Co-Chief Investment Officer at Avantax recaps returns for April then discusses interest rates, bonds and opportunities going forward in stocks around the globe.

Retirement can have many meanings; regardless of what approach you intend to take, here are nine things about retirement that might surprise you.

Small business owners may find it challenging to find ways to provide additional benefits to their children who work for the company. One often overlooked choice is including a Roth individual retirement account as part of their compensation.

Lumsden McCormick Financial Services has named Jeffrey M. Budzinski, CFS Managing Director

Starting at age 50, several birthdays and "half-birthdays" are critical to understand because they have implications regarding your retirement income.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.